Want to unlock cash without immediately selling your concentrated stock?
If a large amount of your wealth is tied up in a single publicly traded stock, you don’t always have to sell right away to access liquidity.
A prepaid variable forward (PVF) lets you receive cash today while:
Reducing concentration risk
Deferring capital gains taxes
Maintaining potential upside if your stock appreciates
These contracts are highly customizable, often using collars to protect downside and control capital gains.
At Olympus, we work with your legal and tax advisors to structure them properly and plan how to deploy the liquidity.
For the right portfolio, a PVF can be a powerful planning tool. Reach out to Olympus to discuss if this strategy is right for you.
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